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Inland Investments Adds Altigo to Support Electronic Processing of Alternative Investment Products

Inland Investments Adds Altigo to Support Electronic Processing of Alternative Investment Products

October 13, 2020

Inland Investments Adds Altigo to Support Electronic Processing of Alternative Investment Products October 13, 2020 Richmond, VA — WealthForge announced today that they have signed an agreement with Inland Real Estate Investment Corporation (“Inland Investments”), one of the nation’s largest sponsors of alternative public and private real estate securities and a part of The Inland …

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Inside the V(ALT), with Dan Wagner [full episode]

October 13, 2020

In this video podcast episode of Inside the V(ALT), Dan Wagner and Stacy Chitty cover what the Section 1031 Exchange program is, who can use it, and how it could be impacted by the 2020 election cycle.

AIX Is Transforming the Alternative Investment Process by Changing the Game

October 12, 2020

AIX Is Transforming the Alternative Investment Process by Changing the Game October 12, 2020 | James Sprow | Blue Vault Blue Vault recently discussed with Brad West, COO at AIX Alternative Investment Exchange (“AIX”), how AIX is taking on the challenges that have been long-standing barriers to growth for the alternative investment industry. Since the …

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How Will the Newly Expanded Accredited Investor Definition Affect Wealth Managers?

October 7, 2020

How Will the Newly Expanded Accredited Investor Definition Affect Wealth Managers? September 8, 2020 | Mat Dellorso | WealthForge On August 26th, 2020, the SEC amended the definition of accredited investor, an identifier of individuals and entities that are eligible to invest in certain restricted alternative investments such as private real estate funds and other …

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Blue Creek selects SS&C platform to automate investment processes

October 7, 2020

Blue Creek selects SS&C platform to automate investment processes September 21, 2020 | Rebecca Delaney | Asset Servicing Times Investment manager Blue Creek Capital Management has launched its operations on SS&C Technologies’ cloud-based front-to-back office platform Eze Eclipse.The platform was selected to automate Blue Creek’s investment processes for its China-focused fund. Eze Eclipse provides market …

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Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc.

September 28, 2020

Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc. September 28, 2020 SAN RAFAEL, CA – Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with New York-based real estate investment and development firm, Time Equities Inc. (“TEI”). Phoenix American will fulfill the back-office operational …

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CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs

September 24, 2020

CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs  September 18, 2020 CNB Custody is pleased to announce we are now able to custody direct real estate investments within IRAs.  Senior Vice President of Operations, Jenny Heiman, says that the decision to offer real estate was made “because we saw a need …

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AIX and Great Lakes Fund Solutions Announce Integration

September 24, 2020

AIX and Great Lakes Fund Solutions Announce Integration AIX and Great Lakes offer seamless, paperless processing for clients as fund sponsors search for innovative alternatives to traditional processing September 22, 2020 | AIX Philadelphia, PA and Lake Villa, IL – September 22, 2020 – Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the …

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Altigo Streamlines Alts Investing

September 21, 2020

Altigo Streamlines Alts Investing September 21, 2020 | James Sprow | Blue Vault Blue Vault recently spoke with Bill Robbins, CEO at WealthForge, about how their vision for the Altigo platform is to make investing in and owning alternative investments as easy as owning a mutual fund. WealthForge was founded in 2009 and combines innovative …

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Inside the V(ALT), with Mike Huisman of UMB Bank[full episode]

September 15, 2020

In Episode Twelve of Inside the V(ALT), Mike Huisman and Stacy Chitty discuss the activity level of new product introductions, how sponsors are working through the product development process, the push towards a digital marketplace, and more.

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Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
July 7, 2015
    

Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.